
No Cost. No Obligation.
Talk with an Edelman Financial Engines planner today.
Connect With an Advisor
[gravityform id=”46″ title=”false” description=”false”]
You deserve the #1 independent financial advisory firm in the nation
2020

2020 Barron’s #1 Independent Financial Advisory Firm
2020

Largest Independent Registered Investment Advisory Firm2
2020

Top US Registered
Investment Advisers
Investment Advisers

Visit virtually or in person at 150+ locations nationwide
Ric and Jean Edelman founded the firm in 1986 to help folks just like you improve your personal finances.
Today, we manage $230 billion for 1.27 million families across the country.
Firm Statistics as of September 30, 2020.
Get financial advice you can use right now.
You’ll benefit from the broad array of advice and services you’ll get from the financial planners of Edelman Financial Engines.
Investment Management
Retirement Planning
Social Security
Homeownership & Mortgages
Tax Planning Strategies